Cycle Bottom
@BULLReturns
Followers
12K
Following
2K
Media
1K
Statuses
36K
Retiring Investment Manager sharing their 10x10x10=1000 methodology
South East Asia
Joined May 2009
Thought of the day: Return compounding is all about timeframes in #cyclicals, 10x over 5 years reinvested in 10x over 5 years reinvested in 10x over 5 years with 1-2 year waiting between reinvestment = 1000x over 17-19 years. Are you formulating your compounding plan?
24
13
210
.......all one requires is patience, few have it.
“The stock market is a device for transferring money from the impatient to the patient.” - Warren Buffett
1
1
17
Escape to paradise with this luxury Florida Waterfront Pool Home. Enjoy the sunshine for the holidays!
1
1
8
......No, retail will consistently make the same mistakes.....fear drives their exit, when they should have been buying.
Have we all learned something from the previous #uranium pullbacks? Asking for a friend😉
1
1
13
.....Overvaluation allowing reality to catch up.
What do you call a business that has tripled its revenue... While the stock has stayed roughly flat over the past 7 years $ADBE 🤔
2
0
14
What will $MSTR do from 37k #bitcoin in 2027 to 180k in 2029? 50x or more? #knowyourcycles By 125k we had sold 90% of our exposure.... Follow those who know their cycles as opposed to those who wish for extended cycles.
If BTC gets back to $125k by EOY, maybe $MSTR will be $280, maybe. Most likely you will never see $MSTR at $350-$400 ever again Saylor is a fraud scammer
1
0
30
..... accumulated knowledge compounds positive outcomes
"The person that turns over the most rocks wins the game. That's always been my philosophy." — Peter Lynch
0
0
13
....dumb competition is those selling pre-production #uranium stocks at 60 month lows (at near the bottom of this downleg over November) where production is < 36 months out and they are trading at < 10% of NPV and < 50% of 2029 CF.
“You have to look for a special area of competency and focus on that. ... Go where there’s dumb competition.” — Charlie Munger
3
0
32
$AEE #haggan #vanadium #potash 800mlb #uranium resource will move to feasible study over the next 24 months likely with an incoming JV partner. A$2bn NPV based on 4% of the resource.
"It's going to be a very busy year ahead." Listen to our CEO's latest interview with @TheKEReport for insights on #DMX’s future plans. Garrett Ainsworth discusses the historic lift of Sweden’s #uranium moratorium and what it means for the company’s projects, while emphasizing
1
2
23
#drypowder steady, up in relative terms
Today: Equities, down Crypto, down Gold, down Dollar, down Brokerage account, down …one of those days. 🫂
1
0
17
At the previous #bitcoin cycle low, there were opportunities to buy it at -70% to mining costs.....
It currently costs $115K to mine a bitcoin only worth $101k think about that
0
0
22
Take a serious look at those moving through 60 month lows in November with projects that could come online within 30 months #uranium Matrix of interest are those trading at < 10% of NPV and implied annual CF > 150% of current cap. Particularly note #ETFejections
The #investing case for #Uranium & #Nuclear #energy is better today than ever🌟⚛️⛏️ but traders are dumping #AI & related infrastructure #stocks & ETFs🤖💻⤵️🗑️ triggering stop losses⏬ and a reverse-flywheel U sector fire sale🔥⤵️🎡 on high volume exit from $NLR $URA $URNM 🤕💥🥊
8
3
33
Blaming others for not understanding the cycle and taking the wrong action, is that you? Cyclical assets are only buys near cycle lows, they are complete exits near cycle highs, scaling out early saves one much pain.
The biggest bet I’ve ever taken was on $MSTR in 2025. Turns out it was literally the worst possible bet I could’ve taken. If I invested in literally anything else I would’ve made a fuck ton of money. Thank you @saylor for creating a stock that only goes down.
2
1
35
A selection of pre-production #uranium stocks (that could be producers within 30 months) may go through 60 month lows in November forward returns of > 6x would be possible. We are preparing our bids at 25-40% lower.
Uranium stocks took a hit today, not just because stocks in general were down: Uranium Markets BPI November 06 2025 Broker Price Index: $77.00 (-$1.75) Spot Bid: $76.50 Spot Offer: $77.50 I might just get the shopping opportunity I was hoping for in this space as well, soon...
0
2
42
Vinyl is vital to so many industries. It's the backbone of a diverse set of products, like pipe for safe water delivery.
5
12
48
It's an easy rule, we certainly attempt to follow it, near cycle lows hand it to you on a plate, few wish to take up the plate, hence our competitive advantage.
Benjamin Graham revealed the timeless mindset that separates intelligent investors from emotional gamblers:
0
0
28
....certainly the best deployment is in tough times
"The most valuable lessons are learned in tough times." — Howard Marks
0
0
12
.....Compliance has overridden logic in multiple cases, making the economics not viable any longer.
I was on a train when a passenger had a medical emergency "Can someone help him??" Another passenger screamed. A doctor rushed over. "What's happening?" he yelled, getting out his first aid kit from his bag. I confidently walked up to the doctor. "Asking about someone's
1
0
10
.....Near cycle lows for are good enough to start scaling in.
“Don’t pass up something that’s attractive today because you think you will find something better tomorrow.” — Warren Buffett
0
0
17
At first, it’s just a tool. But over time, the wheel balancer becomes essential—making sure every wheel is perfectly balanced, every ride is smooth, and every turn is precise. It’s the hidden hero that ensures your tires last longer, and your drive stays steady.
0
5
5